Brad Bakken is a registered investment advisor at LPL Financial LLC, based in Hawley, MN, with 32 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1018 Hobart St., Hawley, MN, 56549
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Brad operates his LPL business under the DBA Bell Investments and also serves as VP/Wealth Advisor at Bell Bank, both investment-related activities taking up 100% of his time each. Additionally, Brad is the President of the Board of Directors for the Leach Home Foundation, a non-profit, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
Pruco Securities CorporationBroker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.